Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- Q1 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 800 shares of VDE stock, worth $91,368. This represents 0.04% of its overall portfolio holdings.
Number of Shares
800
Previous 700
14.29%
Holding current value
$91,368
Previous $84,000
22.62%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
767Shares Held
21.3MCall Options Held
86.7KPut Options Held
34.3K-
Bank Of America Corp Charlotte, NC2.16MShares$246 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.64MShares$188 Million0.02% of portfolio
-
Ubs Group Ag1.2MShares$137 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$135 Million0.04% of portfolio
-
Wealthfront Advisers LLC908KShares$104 Million0.34% of portfolio